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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeffrey R. Susskind , CLU®

Financial Advisor



Jeff Susskind specializes in providing comprehensive insurance and investment solutions for businesses and individuals. He prides himself on having strong relationships with his clients as well as their team of professionals such as...

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Bethann Gallina

Administrative Assistant


Bethann Gallina has been working with Jeff since 2004 assisting with client services and the day-to-day operations of his business activities. She brings great interpersonal skills to the table which has helped her in building strong...

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